TRAINING

CRM Onboarding for Employees: productive in your HubSpot by day 5.

The HubSpot Academy teaches HubSpot in general, not your HubSpot. We build a role-specific onboarding package on your own pipeline, properties and workflows. Build it once, and every subsequent sales, marketing or service colleague works through the package independently in week 1. Ramp-up from 6 weeks to 5 working days, without the manager fielding the same question every morning.

Schedule an intake Take the Maturity scan first

What do you get?

01
Role-specific learning path for sales, marketing or service A package tailored to the role, not to "HubSpot in general"
02
Workbook built on your own HubSpot environment With screenshots and step-by-step guides that apply in your team
03
Reusable package for every new colleague going forward Build it once, reuse it indefinitely

The observation

A new colleague left to work through the Academy on their own is still not productive after a month.

The Academy teaches HubSpot in general, not your HubSpot. New colleagues learn what a deal stage is, not how your pipeline works, which properties are required or where the scoring is set. Result: they enter contacts incorrectly, forget to update lifecycle stages and are still calling their manager for basics after three weeks. Onboarding on your own CRM architecture solves that in week 1.

3-4 wks

Ramp-up takes too long

Until a new sales colleague is independently entering deals. Three to four weeks where the manager checks in every morning.

Same questions to the manager

Per week the manager gets the same question. Where is this, how do I do that, can I clear this field. A workbook handles it.

2 to 1

Two colleagues, one new hire

Two colleagues needed to onboard one new hire. The manager for strategy, a power user for the tool. Both spending hours per week.

Built for every future hire

Build it once, reuse it indefinitely for every new colleague. A package that makes a new role-colleague productive in week 1 without hand-holding.

Approach

Three phases: scope, sessions, reference.

Three to four weeks to build the package, after which every subsequent new colleague works through it independently in week 1. With live 1-to-1 moments at the points that matter, within the broader training offering.

01 Phase 01

Scope the role and environment

We speak with the hiring manager and a current colleague in the role. What actions does that person take in week 1, week 2, week 4? Which properties are required, which workflows does this role interact with?

Wat je krijgt role-specific learning path with measurable check-in moments

02 Phase 02

Sessions on your own data

Two to four live sessions in week 1 with the new colleague, on your own pipeline. Log in, create a real deal or contact, read a report that covers their own quota. No sandbox, no practice data from a manual.

Wat je krijgt live sessions plus screenshot workbook on your environment

03 Phase 03

Workbook as reference

The workbook with screenshots, step-by-step guides and the agreements that apply in your team stays in place. The next time someone starts, they receive it straight away. A quarterly check keeps it current.

Wat je krijgt reusable workbook plus quarterly check-in appointment

CLASSROOM

Classroom

A fixed onboarding week every quarter with multiple new colleagues at once. Works well for teams that hire in waves or operate in cohorts. On-site or remote via Teams. Up to 8 participants per cohort.

1-TO-1

1-to-1 with trainer

Live sessions between the new colleague and a trainer in week 1, on your own environment. Fast, personal and flexible to schedule. 2 to 4 sessions of one hour. Buddy template for the manager included.

SELF-STUDY

Self-study with buddy

Video modules plus a workbook the new colleague works through independently, with an internal buddy as a point of contact. Scales well when you onboard more than ten colleagues per year. Modules of 20 to 40 minutes. Check questions after each module.

What a new colleague can do after week 1

Logs in and navigates to the right view for their role
Enters a contact, deal or ticket with the correct properties
Moves a deal through stages according to your definition
Reads the report that covers their own work
Knows which workflows run automatically and what they do
Checks the workbook when in doubt before calling the manager

Who builds the package

Yoni designs, Kim delivers.

Yoni conducts the scoping conversations and designs the role-specific learning path. Kim builds the workbook on your own environment and runs the live sessions with new colleagues.

For the broader CRM foundation, see also CRM training.

Yoni Lammens

Strategist & training architect

Conducts the intake with the hiring manager and a current colleague in the role. Designs the learning path per role and determines which modules are truly needed in week 1. Ensures the package does not expand into a full academy that nobody completes.
Kim Loonen

Consultant & trainer

Writes the workbook with screenshots from your environment, records the video modules and runs the 1-to-1 sessions in week 1 with the new colleague. Returns for a check-in call after week 4.

Pricing

Our pricing is bespoke.

Our services are bespoke. Onboarding packages are typically taken up per new colleague or as a rolling subscription, often in combination with our other training tracks or a RevOps-as-a-Service retainer. Schedule a call and we will put together a quote for your role mix.

Schedule a call for a price indication Read more about RevOps-as-a-Service

Case · B2B mid-market

From 6 weeks ramp-up to productive in your HubSpot by day 5

A new sales colleague left to work through the generic Academy is still not entering deals independently after three to four weeks. The manager gets the same question five times per week, and two colleagues are needed to onboard one new hire into the HubSpot environment.

We build the package once, after which every subsequent colleague works through it independently in week 1. 3 to 5 working days for the new colleague, in blocks of 30 to 60 minutes, not sitting still for a full day. With a buddy template for the manager and check-in moments in week 1 and 4.

What clients usually ask.

Honest answers to the questions we hear before every onboarding package. Not sure where you stand? Take the maturity scan first.

Is this HR onboarding or CRM onboarding?

CRM onboarding. We train new colleagues on working in your HubSpot. The welcome email, the employee handbook week and the first 1-to-1 with the manager are yours to organise. We ensure the new colleague can work functionally in the CRM from day 5.

How much time does it take the new colleague?

3 to 5 working days spread across the first week, including live sessions. After that, they use the workbook occasionally as a reference. We split it into blocks of 30 to 60 minutes, not a full day sitting still.

Does this work for roles other than sales?

Yes. We build learning paths for sales, marketing, service and customer success. If finance or operations also works in HubSpot for invoicing or project integration, we add a role module for that as well. For deeper role-specific training, see team training.

Who keeps the material up to date when we change HubSpot?

A quarterly check is included in the engagement as standard: we review what has changed in your environment and update the workbook where it has drifted. Many clients hand it over to an internal buddy or team lead after a year, which works well.

What does an onboarding package cost?

One-off build from €4,500 to €9,500 depending on the number of roles and the size of your environment. After that, costs only arise for quarterly updates or a new role module. No additional cost per new colleague you onboard thereafter. For ongoing support, see RevOps as a Service.

Can this be done in English for international teams?

Yes. We deliver workbooks and videos in Dutch or English, and can build both side by side. Live sessions are run in the language the group prefers.

Do you only do this for HubSpot?

HubSpot is our preference, where we are a Platinum Partner in the Netherlands. We also build onboarding packages for Salesforce or Pipedrive, though with slightly less hands-on depth at the admin level.

Ready to get started?

Ready to get every new colleague up to speed in week 1?

Schedule a short intake with the hiring manager. We listen in, sketch the package and give an honest price for your role mix.

Schedule an intake Take the Maturity scan